---
schema_version: "1"
id: 9202c8532dd1aa52e7909ca3d75fbb8dedcbb2e6c386f6e2b37a402259c62743
title: Collections and Recovery | Update Representative Contact for Collections
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_collections_update_rep_details_customer.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_collections_update_rep_details_customer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 16e69ca8ecc85a51a69c1d31dc9fcbd09236a59b81c978159a3a8210d239cb6e
description: This action gets relevant collection plan record details for a collection plan ID. Checks if the representative contact is already available. If it's available, notifies the customer that the new representative's details can't be updated. If representative contact isn't available, gathers the details from the customer, creates a new contact record using these details, and updates the collection plan record accordingly.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Collections and Recovery | Update Representative Contact for Collections

This action gets relevant collection plan record details for a collection plan ID. Checks if the representative contact is already available. If it's available, notifies the customer that the new representative's details can't be updated. If representative contact isn't available, gathers the details from the customer, creates a new contact record using these details, and updates the collection plan record accordingly.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with Financial Services Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col>
        <col>
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d79377e67">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d79377e67 ">To add the legal representative details to a collection plan:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d79377e67 ">
            <p>Collections and Recovery Specialist</p>
            <p>AND</p>
            <p>FSC Service OR FSC Sales</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Einstein for Financial Services</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d79377e67 ">To use Agentforce:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d79377e67 ">Agentforce Service Agent User</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">UpdateRepresentativeContactForCollectionsASA</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">Update Representative for Collection Plan</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Inputs</td><td class="slds-cell-wrap" style="vertical-align:top;">Email, First Name, Last Name, Mobile, Phone, Collection Plan Name, Verified Customer Contact ID</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Outputs</td><td class="slds-cell-wrap" style="vertical-align:top;">Status Message</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr></tbody></table>